Account Manager - Employee Benefits

About This Role

The Account Manager for Employee Benefits manages an assigned book of business under the Producer's direction, focusing on client service, team leadership, daily task oversight for Account Coordinators, and identifying sales opportunities. This role ensures client service and communication, manages benefits administrative processes, and contributes to team development while upholding company values.

Responsibilities

• Manage an assigned book of business, ensuring performance requirements are met and no liability occurs
• Deliver outstanding client service, anticipate client needs, and maintain professional communication
• Lead the account team with a strong work ethic, positive attitude, and willingness to assist others
• Direct daily activities of Account Coordinator(s), assign tasks, and monitor execution
• Identify and act on sales opportunities to grow IOA business
• Manage new business setup, including data gathering, client file creation, and compliance audits
• Manage renewals by verifying client data, updating files, and liaising with clients and carriers
• Build and improve client relationships, seek feedback, and implement improvements
• Act as an intermediary for clients and carriers to ensure mutually beneficial outcomes
• Identify and implement value-added solutions for clients
• Support team training and development, promote a positive work environment, and seek continuous improvement
• Maintain transparent communication with Producers and team members
• Ensure adherence to company policies and industry standards
• Champion IOA core values and demonstrate integrity and leadership

Requirements

• 5+ years of industry experience
• Active licensing
• Exceptional customer service and communication skills
• Strong organizational, delegation, and decision-making skills
• High accuracy in handling large work volumes
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

Qualifications

• High School Diploma (or equivalent)
• 5+ years of industry experience

Skills

* Required skills

Benefits